For many Planners, the constant tide of change and new challenges imposed across our industry in recent years meant having to make the decision to sell and leave behind a business they worked hard to build. A business that requires the planner to not only stay abreast of the multitude of investment, personal risk and other financial products, but the skill to build report and trust as they grow their client base. In a lot of cases a client base that took many years to build.
With little choice, the decision to sell is often made quickly and for a fraction of the values seen not long ago.
As such, we identified a need to provide a service for Advisors that gave them breathing space, allowing them to step back without selling their business therefore maintaining ownership of their client base while determining the best way to move forward.